Features
Construction CRM for Subcontractors
Track every lead from first contact to won job on a drag-and-drop pipeline. Keep GCs, customers, and vendors in one contact list — and when a lead lands, start the bid from the same record instead of retyping it.
Get your pipeline out of your inbox
If your pipeline is a notepad, a whiteboard, and a pile of plan invites in your inbox, you don't actually know what's in play — what's waiting on a callback, what needs a site visit, what went quiet after you sent the number. BuildWorkPro puts every opportunity on a sales pipeline: each lead is a card, each column is a stage, and dragging a card is how the deal moves from New Lead to Contacted to Bid Sent to Won.
Each lead tracks a pipeline value, a probability, and an expected close date, and its summary card shows the weighted value — pipeline value times probability — so a long shot doesn't read like sure money. Calls, emails, meetings, and notes get logged against the lead on its timeline. When the deal advances, one click starts a bid pre-linked to the lead, with its contact and details carried over.
Underneath it all is a contact list built for construction: every contact is typed — Customer, General Contractor, Architect, Vendor, and more — and people can nest under a parent company. New to running a pipeline? Start with our construction CRM tips.
Key capabilities
Contact management
One list for everyone you work with, typed as Customer, General Contractor, Architect, City, HOA, Vendor, Subcontractor, Employee, or Other — filter to exactly who you need, and nest people under a parent company.
Kanban pipeline
Leads as cards in stage columns — drag a card to move the deal forward. Prefer a different layout? The same pipeline also comes as a Cards grid and a row-per-lead Table.
Configurable stages
Start with seven default stages — New Lead, Contacted, Site Visit Scheduled, Bid Sent, Negotiation, Won, Lost — then add, rename, reorder, and recolor them to match how you actually sell.
Weighted pipeline value
Every lead carries a pipeline value, probability, and expected close date. Its summary card shows the weighted value — value times probability — so you see realistic numbers instead of wishful ones.
Activity timeline
Log phone calls, emails, meetings, and notes against a lead. Everything lands on the lead's timeline, so you can see where the conversation stands — and logged activity feeds the pipeline reports.
Lead-to-bid conversion
When a lead advances, start a bid pre-linked to it — contact and details carry over. Won without a formal bid? Convert the lead straight into a project.
How it works
Build your contact list
Add GCs, customers, and vendors one at a time, or bulk-import from CSV with column mapping. Every contact gets a type and at least one way to reach them — email, phone, or mobile.
Add a lead
Name the opportunity, link a contact, and set the pipeline value, source, and project type. The lead starts in your default stage.
Work the board
Drag leads across stages as deals move. Log calls, emails, meetings, and notes on each lead, and keep the probability and expected close date honest as you learn more.
Convert the win
Click Create Bid to start a bid pre-linked to the lead, or Convert to Project to take it straight to execution — the lead moves to the Won stage.
Full walkthrough in the docs: Sales pipeline · Leads · Contacts
Frequently asked questions
What is a construction CRM?
A construction CRM keeps track of the people you work with and the jobs you are chasing: a contact list for GCs, customers, and vendors, plus a pipeline of leads showing what stage each opportunity is at and what it is worth. In BuildWorkPro, that means contacts with construction-specific types and a drag-and-drop sales pipeline where every lead carries a value, probability, and expected close date — and converts into a bid or project when it lands.
How does the sales pipeline work?
Leads appear as cards on a Kanban board, organized into stage columns. A new workspace starts with seven stages — New Lead, Contacted, Site Visit Scheduled, Bid Sent, Negotiation, Won, and Lost — and you can add, rename, reorder, and recolor stages to match how you actually sell. Drag a card to move it to another stage, or switch to the Cards or Table view of the same pipeline.
Does a lead connect to a bid?
Yes. From the lead detail page, Create Bid starts a bid pre-linked to the lead, carrying its contact and details over — no retyping. You can also convert a lead straight into a project, which moves the lead to the Won stage.
How does contact management work?
Every contact gets a type — Customer, General Contractor, Architect, City, HOA, Vendor, Subcontractor, Employee, or Other — so you can filter the list to exactly who you need. Contacts can be hierarchical: set a parent company to nest a person under the company they work for. You can also bulk-import contacts from CSV with column mapping.
Why use a CRM built into the same tool as bidding?
A standalone CRM stops at the won deal — then you re-enter everything into whatever you estimate and invoice with. Because BuildWorkPro's CRM lives in the same system as bidding and projects, the lead you win becomes the bid, the bid becomes the project, and the contact behind it stays attached the whole way. One record from first call to final pay app.
How much does a construction CRM cost?
The CRM is included in the single BuildWorkPro plan: $79/month (or $790/year) with unlimited users and every feature — bidding, projects, pay applications, and more. There is a 14-day free trial with no credit card required.
Run your pipeline from a board, not a notepad
The CRM is included in the $79/month flat plan — unlimited users, every feature. 14-day free trial, no credit card required.
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